Equisoft/plan Reviews (12)

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Reviews

Equisoft/plan Reviews (12)

View 1 Video Reviews
4.5
12 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise the software for its ease of use and comprehensive client data management, which streamlines their workflow and enhances client presentations. Many appreciate the customizable dashboard and clear reporting features that help in client analysis. However, some note a learning curve and occasional interface slowness.
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Verified User in Financial Services
CF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
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"Needs work in assets area"
3/5
What do you like best about Equisoft/plan?

How easy it is to use. I enjoy the flow of the planning software.

Why min and max characters in this box? Review collected by and hosted on G2.com.

What do you dislike about Equisoft/plan?

There is a need to have a better insurance section and assets. My clients have investment properties, this is not as easy to imput. Review collected by and hosted on G2.com.

IW
Ian W.
Financial Advisor and Planner
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"A hands-on user's perspective"
3.5/5
What do you like best about Equisoft/plan?

input is relatively easy and logical. could do with more asset detail. Review collected by and hosted on G2.com.

What do you dislike about Equisoft/plan?

output is clucnky - too much info and no way to edit/add text Review collected by and hosted on G2.com.